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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1051
TrueWealth Advisors
Alabama
$713K +$156K +302 +30%
CIS
1052
Custom Index Systems
New York
$710K +$179K +347 +37%
PWG
1053
Portside Wealth Group
Utah
$703K +$48.9K +95 +8%
DWT
1054
Dorsey & Whitney Trust
South Dakota
$699K +$12.9K +25 +2%
JSW
1055
Journey Strategic Wealth
New Jersey
$697K +$61.8K +120 +10%
CAM
1056
Cresset Asset Management
Illinois
$695K +$173K +335 +36%
KWM
1057
KFG Wealth Management
Indiana
$692K +$16.5K +32 +3%
RPC
1058
Rossmore Private Capital
Connecticut
$688K +$386K +750 +149%
SA
1059
Sovran Advisors
California
$688K +$21.1K +41 +5%
NWWA
1060
New Wave Wealth Advisors
Arkansas
$687K +$146K +283 +29%
MWM
1061
Modern Wealth Management
Kansas
$675K +$296K +575 +91%
GCL
1062
Gouws Capital LLC
North Carolina
$671K +$30.4K +59 +5%
EWA
1063
EverSource Wealth Advisors
Alabama
$671K +$214K +415 +51%
TWM
1064
Trueblood Wealth Management
Ohio
$667K – – –
MMA
1065
Miracle Mile Advisors
California
$666K +$26.3K +51 +4%
MWM
1066
Mission Wealth Management
California
$658K +$65.4K +127 +12%
CWM
1067
Connecticut Wealth Management
Connecticut
$656K -$33.5K -65 -5%
CPM
1068
Connective Portfolio Management
New York
$656K -$57.2K -111 -9%
RSWM
1069
Robertson Stephens Wealth Management
California
$652K -$202K -393 -25%
TPCW
1070
TD Private Client Wealth
New York
$652K -$4.63K -9 -0.8%
CFO
1071
Cambient Family Office
Michigan
$651K +$18K +35 +3%
BF
1072
BOK Financial
Oklahoma
$649K +$74.2K +144 +14%
PL
1073
Parkwood LLC
Ohio
$649K -$111K -216 -15%
IRP
1074
Investment Research Partners
Pennsylvania
$648K -$36.6K -71 -6%
SAM
1075
Sawgrass Asset Management
Florida
$648K – – –
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